主動統一全球創新
00988A2026-09-11資料日期43持股檔數9台股檔數96.6%權重合計2026-09-10比較基準日
持股明細
與 2026-09-10 相比:新增 0 檔、加碼 3 檔、減碼 4 檔、剔除 1 檔。 股數為原始股數,不是張數。
| # | 代號 | 名稱 | 權重 | 權重增減 | 股數 | 股數增減 | 增減幅 | 動作 |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE US | LUMENTUM HOLDINGS INC | 6.93% | +0.09pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 4.91% | +0.21pp | 2,600,000 | – | – | 不變 |
| 3 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.37% | +0.04pp | 70,000 | – | – | 不變 |
| 4 | 2383 | 台光電 | 4.09% | -0.16pp | 400,000 | -20,000 | -4.8% | 減碼 |
| 5 | BE US | BLOOM ENERGY CORP- A | 4.03% | -0.11pp | 250,000 | – | – | 不變 |
| 6 | SPCX US | SPACE EXPLORATION TECHN-CL A | 3.98% | +0.31pp | 450,000 | +50,000 | +12.5% | 加碼 |
| 7 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.76% | +0.08pp | 1,350,000 | – | – | 不變 |
| 8 | MU US | MICRON TECHNOLOGY INC | 3.70% | +0.12pp | 60,000 | – | – | 不變 |
| 9 | STX US | SEAGATE TECHNOLOGY | 3.19% | -0.05pp | 60,000 | – | – | 不變 |
| 10 | PANW US | PALO ALTO NETWORKS INC | 3.01% | -0.01pp | 150,000 | – | – | 不變 |
| 11 | 3017 | 奇鋐 | 2.83% | +0.09pp | 440,000 | – | – | 不變 |
| 12 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.81% | -0.04pp | 216,825 | – | – | 不變 |
| 13 | MSFT US | MICROSOFT CORP(微軟公司) | 2.71% | – | 92,000 | – | – | 不變 |
| 14 | CRCL US | CIRCLE INTERNET GROUP INC | 2.68% | -0.08pp | 480,000 | – | – | 不變 |
| 15 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.58% | -0.03pp | 130,000 | – | – | 不變 |
| 16 | 285A JP | KIOXIA HOLDINGS CORP | 2.45% | – | 110,000 | – | – | 不變 |
| 17 | NVDA US | NVIDIA CORP(輝達公司) | 2.35% | -0.01pp | 175,000 | – | – | 不變 |
| 18 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.29% | – | 225,000 | – | – | 不變 |
| 19 | 2454 | 聯發科 | 2.20% | -0.03pp | 250,000 | – | – | 不變 |
| 20 | HOOD US | ROBINHOOD MARKETS INC - A | 2.07% | -0.03pp | 300,120 | – | – | 不變 |
| 21 | 000660 KS | SK HYNIX INC | 2.05% | +0.04pp | 25,000 | – | – | 不變 |
| 22 | 2308 | 台達電 | 1.95% | -0.51pp | 570,000 | -150,000 | -20.8% | 減碼 |
| 23 | 2330 | 台積電 | 1.88% | -0.23pp | 400,000 | -50,000 | -11.1% | 減碼 |
| 24 | NOW US | SERVICENOW INC | 1.81% | -0.03pp | 230,000 | – | – | 不變 |
| 25 | 4979 | 華星光 | 1.75% | +0.02pp | 1,510,000 | – | – | 不變 |
| 26 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 1.56% | +0.05pp | 50,000 | – | – | 不變 |
| 27 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 1.52% | +0.02pp | 170,000 | – | – | 不變 |
| 28 | 992 HK | LENOVO GROUP LTD | 1.49% | +0.10pp | 6,000,000 | – | – | 不變 |
| 29 | INTC US | INTEL CORP | 1.46% | +0.52pp | 230,000 | +80,000 | +53.3% | 加碼 |
| 30 | 300757 CH | ROBOTECHNIK INTELLIGENT TE-A | 1.44% | +0.01pp | 249,997 | – | – | 不變 |
| 31 | 6515 | 穎崴 | 1.38% | -0.08pp | 100,000 | – | – | 不變 |
| 32 | 6997 JP | NIPPON CHEMI-CON CORP | 1.36% | +0.06pp | 1,275,100 | – | – | 不變 |
| 33 | 2303 | 聯電 | 1.35% | +0.44pp | 5,000,000 | +1,500,000 | +42.9% | 加碼 |
| 34 | NET US | CLOUDFLARE INC - CLASS A | 1.32% | +0.13pp | 70,000 | – | – | 不變 |
| 35 | TER US | TERADYNE INC | 1.26% | +0.04pp | 55,000 | – | – | 不變 |
| 36 | IFX GY | INFINEON TECHNOLOGIES AG | 1.19% | -0.53pp | 300,000 | -125,000 | -29.4% | 減碼 |
| 37 | SNDK US | SANDISK CORP | 1.06% | +0.02pp | 10,000 | – | – | 不變 |
| 38 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.81% | +0.10pp | 500,000 | – | – | 不變 |
| 39 | TWLO US | TWILIO INC - A | 0.75% | +0.01pp | 55,000 | – | – | 不變 |
| 40 | AEM US | AGNICO EAGLE MINES LTD | 0.73% | +0.01pp | 60,000 | – | – | 不變 |
| 41 | AIXA GY | AIXTRON SE | 0.53% | – | 200,000 | – | – | 不變 |
| 42 | 4180 JP | APPIER GROUP INC | 0.52% | -0.02pp | 950,000 | – | – | 不變 |
| 43 | NTRA US | NATERA INC | 0.49% | +0.01pp | 25,000 | – | – | 不變 |
當日剔除 1 檔
2026-09-10 還在持股名單,2026-09-11 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| 6274 | 台燿 | 130,000 | 0.33% |